See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,204 | $135,635+53.5% | $110,238+88.9% | $135,375+53.8% |
| Participation rate | 88.2% | 83.5%+4.8pp | 79.8%+8.4pp | 82.6%+5.6pp |
| Annual return | -5.96% | 513.19%-519.1pp | 314.74%-320.7pp | 519.73%-525.7pp |
| Employer contribution / active EE | $3,961 | $4,906-19.3% | $3,826+3.5% | $4,779-17.1% |
| Participant deferral / active EE | $9,070 | $5,506+64.7% | $4,672+94.1% | $5,609+61.7% |
| Admin fee / account holder | $18,295 | $11,457+59.7% | $8,547+114.0% | $10,827+69.0% |